Steven Allman is responsible for building and maintaining investment client portfolios through our Investment Advisory Services. Steven manages and educates our clients on market investments, annuities and investment-grade numismatic coins.
Steven graduated from Mississippi College with an Accounting Degree and is responsible for the accounting operations of our firm. Being an Investment Advisor Representative Steven is a Series 65 Licensed Fiduciary that is responsible for the compliance operations for our firm as well as helping to shape client investment portfolios.
Steven also is currently serving as a Non-commissioned officer in the Army National Guard and has been in service for over 14 years. Steven is married to Sarah Allman and they have 5 kids.